Serving §1031 Exchangers Since 2003

We guide individuals and families through important §1031 like-kind exchanges that often represent a transitional event in the lives of our clients.

From tax strategies to high-quality investment access, we provide consultation at every step — so you get the very best outcome.

Mercer provided a near effortless experience, both designing and fully executing a flawless strategy.

— John & Jan, Boone, North Carolina

Tax management. Passive ownership. Income replacement. What is the desired outcome for your §1031 exchange?

We encourage clients to view their exchange as an opportunity for something bigger — not simply to defer tax. At Mercer, your goals drive strategy.

Your Intention Drives Strategy

A §1031 like-kind exchange is a nuanced and dynamic transaction. From pre-planning tax strategies through due diligence and institutional acquisitions, we successfully guide clients through this critical process. The outcome is an ongoing passive ownership experience.

3 Core Principles

We don’t just find property. We build an end-to-end financial, tax and estate-focused strategy to help you transition into your next phase of life. Our approach to serving our clients is built on a clearly defined process, access to high quality real estate and the optimization of a well thought-out strategy.

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Results Driven

We never knew the strategic options available to us within §1031 until working with Mercer.

— Joe & Nancy, Flowery Branch, Georgia